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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,523 | $77,817+4.8% | $123,553-34.0% | $64,173+27.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -6.59% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,660 | $5,240-30.1% | $6,426-43.0% | $3,470+5.5% |
| Admin fee / account holder | $576 | $5,519-89.6% | $9,284-93.8% | $4,887-88.2% |